Thomas Richer is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at the University of New Hampshire and CCA Global Partners. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Scott Cavan is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes positions at Newburyport Bank and Special Events of New England. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Jennifer Murphy is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliated entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis, incorporating algorithmic portfolio construction and long-term asset allocation strategies.

Gretchen Hutton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at High Bank, LLC, and has experience in tile and flooring installation bookkeeping. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Iverson Qiu is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Prior to joining LPL Financial, he worked at Wellington Management for one year and has an academic background from Northeastern University. LPL Financial is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and portfolio management services.

Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Christopher Arrigg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Burlington, Massachusetts. He works with business owners, C-suite executives, high-net-worth families, and fast-growing professionals to assist with complex financial decisions involving liquidity events, concentrated equity, family wealth planning, retirement, and tax-efficient strategies. His approach emphasizes planning first, helping clients organize their financial lives and achieve their long-term goals through informed decision-making. He also serves as a Portfolio Manager and Retirement Benefits Consultant, managing personalized strategies that may include various investment options. Christopher holds the Certified Plan Fiduciary Advisor (CPFA) designation, is a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Bentley University and completed his high school education at Austin Preparatory School. He is involved with the Bentley Greater Boston Alumni Chapter and graduated Magna Cum Laude from Bentley University. Outside of his professional role, Christopher participates in community activities with Lazarus House Ministries, Inc. His personal interests include adventure sports, baseball, basketball, chess, cooking, golfing, photography, spending time with family, traveling, and watching movies.

Ryan Fabrizio is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous roles include work at Care Hospice and Dos Lobos American Taqueria. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also holds distinctive registrations and serves as an advisor to multiple registered investment companies.

Joseph Boldeia is a CFP® with 20 years of industry experience and is currently with Fidelity. He has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Catherine Murphy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Providence College and Pingree School. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Travis Noton is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his career in finance, he worked for ten years at Domino's Pizza. Travis is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Giordanio Nevil is a CFP® with eight years of industry experience, currently affiliated with Cetera in Woburn, MA. He has held roles at Cetera and its affiliates since 2019 and previously worked at Foresters Financial Services and Hudson Financial Group. Nevil is co-owner of Peak Path Retirement Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management options, supporting a range of investment strategies and program structures.

David Vaillancourt is a CFP® professional with 30 years of experience in financial advising. He currently works at Osaic and previously spent 14 years at Sagepoint Financial, Inc. In addition to his advisory work, he is a professional poker tournament player. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using both discretionary and non-discretionary management.

Michael Klonsky is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at Praesidium Wealth Management and Commonwealth Financial Network. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Keri Madensky is a Financial Consultant currently working at Fidelity Investments. She has accumulated 17 years of experience in the financial industry, holding multiple roles within Fidelity Investments since 2008. Keri's career at Fidelity Investments includes positions such as Investment Management Consultant, Client Management Representative, Investment Solutions Representative, and roles on several support desks including Workplace Planning & Advice and Investment Solutions. She holds insurance licenses in Arkansas and California. Keri emphasizes building ongoing relationships with clients to create and adjust personalized financial plans that reflect their values and evolving life circumstances.

Matthew Camerlengo is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Camerlengo also operated Camerlengo & Associates, PC for 11 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Tyler Kahl is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has worked at Fidelity Brokerage Services since 2020 and previously spent seven years at Melmark New England. Outside of his advisory role, he owns and operates a residential rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Robert Sechrist is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has also operated Sechrist Financial Services since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Logan Mcloud is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to joining Fidelity Investments in 2025, he had roles at Mortgage Financial Services, LLC and Texas Roadhouse. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Larry Moreira is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. His career at Fidelity spans multiple roles beginning in 2000, including positions as an Investment Solutions Consultant, Financial Consultant, Retirement Consultant, Investment Consultant, and Trading Representative. This extensive experience reflects his comprehensive understanding of financial consulting and investment strategies. Larry is committed to assisting clients in investing with less fear, retiring with more confidence, and living life more freely. His approach focuses on educating clients to empower them to implement co-created financial plans, enhancing their financial independence and control, and helping them use their resources to achieve greater satisfaction and happiness. Outside of his professional role, Larry enjoys comedy, concerts, family activities, fitness, movies, and running.